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SUMMARY
Jeremy Lefebvre evaluates the recent earnings of major companies like Nvidia, Salesforce, and others, highlighting their financial performance and market challenges. He also shares insights into small-cap stocks with strong growth potential, emphasizing the importance of long-term investing strategies.
MAIN POINTS
- Public account gains with $23,000 today and $92,000 yesterday.
- Predicted AMD's stock could rise to $300-$400 within four months, citing hype cycles.
- Nvidia's earnings exceeded expectations, showing significant growth in revenue and operating income.
- Despite strong Nvidia performance, concerns about slowing growth rates and upcoming AMD competition were discussed.
- Salesforce's earnings showed slight beats but failed to impress investors due to weak growth and high expenses.
- Snowflake continued to struggle with high spending despite increased revenue, leading to significant operating losses.
- Trade Desk showed strong performance but faced shrinking revenue growth and concerns over future trends.
- C3 AI reported significantly declining revenue and losses, raising questions about its viability.
- Honest Company focused on exiting low-margin product categories and highlighted its strong cash position and future growth plans.
- Revolve reported strong growth in earnings and revenue, positioning itself as a promising investment.
DETAILED ANALYSIS
Jeremy Lefebvre delves into the financial performance of several major and smaller companies, beginning with Nvidia, which reported impressive earnings results. Nvidia's revenue and operating income grew significantly, with revenue up 73% year-over-year and operating income rising by 84%. Despite this stellar performance, Nvidia's stock price remained stagnant due to concerns over slowing growth rates and increasing competition from AMD.
Lefebvre predicts that AMD's upcoming 450 and 500 series products will begin to cut into Nvidia's market share, particularly as major companies like Amazon and Meta limit capital expenditures in the coming years. This increased competition poses a challenge for Nvidia's future growth trajectory.
Moving to Salesforce, Lefebvre critiques their earnings report, which delivered slight beats in earnings per share and revenue but failed to excite investors. Salesforce's operating expenses grew faster than its revenue, leading to concerns about profitability. However, the company benefited from its investment in Anthropic, which generated an $811 million gain.
Salesforce's plans for a $50 billion buyback were discussed as a potential indicator of confidence in its future growth, though Lefebvre remains cautious about its near-term performance.
Snowflake emerged as a company struggling with high spending despite revenue growth. While its gross profit improved, operating losses remained significant, highlighting ongoing challenges in achieving profitability. Lefebvre expressed skepticism about Snowflake's potential as an investment until it demonstrates better cost management.
Trade Desk, on the other hand, received praise for its strong income statement, showing revenue growth and controlled operating expenses. However, shrinking revenue growth rates year-over-year have raised concerns about its long-term trajectory. Despite these challenges, Trade Desk's customer retention remains strong, and the company is actively buying back shares to increase shareholder value.
C3 AI presented a stark contrast, with disastrous financial results. Revenue plummeted from $98 million to $53 million, gross profit dropped sharply, and net losses exceeded $133 million. Lefebvre compared C3 AI unfavorably to Palantir, which has delivered significant returns to investors, underscoring the importance of careful stock selection.
Shifting focus to the Honest Company, Lefebvre highlighted its strategic decision to exit low-margin product categories, which has impacted short-term revenue but is expected to improve profitability in the long term. The company boasts nearly $90 million in cash with no debt, a strong financial position for its $200 million market cap. Honest is also planning a large share buyback and aims for 4-6% organic revenue growth in 2026, alongside improved gross margins.
Finally, Lefebvre discussed Revolve, an e-commerce company targeting millennials and Gen Z females, which has delivered robust financial results. Revolve's net sales, gross profit, and income from operations have all shown significant year-over-year growth. The company continues to expand its market presence and demonstrates strong momentum in early 2026.
Lefebvre concluded by emphasizing the importance of focusing on business fundamentals and long-term growth trajectories rather than short-term stock price movements. He encouraged investors to conduct thorough research and consider joining his private stock group for further insights and resources.
LINKS
- Join Jeremy's private stock group.
- Jeremy Lefebvre's Patreon.
- Free workshop on how much money is needed to quit your job.
- Free 5-day workshop on becoming a great investor.
- Jeremy's workshop on finding 10X stocks.